Capitalmarkets.net’s Post

Are emerging markets ready for a breakout, or is it time to stay selective? Portfolio Manager David Ruff breaks down the impact of the Fed’s interest rate cuts and what it could mean for EM debt and equities. Learn more: https://bit.ly/4dpuh49 #EmergingMarkets #InvestmentStrategy

Global economic growth bottomed and now is poised to reaccelerate, with the cyclical nature of EM economies positioning them well to be outsized beneficiaries of this trend #emergingmarkets #commodities Global X ETFs Mirae Asset Global Investments https://lnkd.in/eP8zwMPp

A combination of capital, labor, productivity, and sound governance helps create the conditions necessary for a thriving private sector. Daniel Graña shares the emerging markets that he believes check all the boxes for growth potential 👉 https://bit.ly/49VOa1P #JanusHenderson #BrighterFutureTogether #JHInsights #US #EM #EmergingMarkets #Stocks #Equities #InvestingInvolvesRisk

A combination of capital, labor, productivity, and sound governance helps create the conditions necessary for a thriving private sector. Daniel Graña shares the emerging markets that he believes check all the boxes for growth potential 👉 https://bit.ly/49VOa1P #JanusHenderson #BrighterFutureTogether #JHInsights #US #EM #EmergingMarkets #Stocks #Equities #InvestingInvolvesRisk

Global interest rate shifts create both risks and opportunities for emerging markets. As the Fed lowers rates, EMDEs could see capital inflows, but must remain cautious of sudden outflows if rates rise again. Read more in our insight: https://lnkd.in/dnamtFB5 #EmergingMarkets

What's the right mix of equities and fixed income when allocating portions of your portfolio to emerging markets? Portfolio Consultant Sean Kaukas offers his perspective on the most important factors to consider like exposure variables, currency risk, and more. Read his key takeaways here:

Financial Stability Implications of #EmergingMarket Currency Developments: #Currencies have depreciated to varying degrees in emerging market economies as #InterestRate differentials with the United States narrowed

Against a backdrop of heightened tension in the Middle East, the World Bank and the International Monetary Fund recently met for their annual spring meetings with a focus on building resilience in the world economy. What was notable, according to Ninety One’s emerging markets fixed income portfolio managers, Thys Louw, CFA, Nicolas Jaquier, Christine Reed, was the shift in sentiment towards emerging markets https://lnkd.in/eqNp6JTa

A key attraction is the ability to invest across segments that often react differently to various macroeconomic environments.

“But what is performing well are markets that have gone through almost existential crises and carried out the requisite reforms,” #capitalmarkets #frontiermarkets #emergingmarkets #economicreform